Mark Joslyn (He/Him)
Founder | Financial Planner
Mark Joslyn offers fee-based financial advice. His mission is to financially empower the underserved LGBTQ+ community through education, in-depth financial planning and advice. Mark’s expertise has been gained from decades of serving in the roles of COO, CFO, and business owner in the television production industry. He decided to merge his financial and management skills with his passion for authentic connection with people – providing financial guidance that aligns with their values and priorities.
Mark attended the University of Chicago Graduate School of Business with a focus on Finance and Business Management and has a BFA in Theatre from Missouri State University. Mark is a Registered Representative and Investment Adviser Representative with Equity Services Inc. and offers securities in Illinois and other states across the country. He is insurance licensed in Illinois.
Fun Facts:
- Co-owned the company that created and produced "My Strange Addiction" on TLC
- Former CFO at Howard Brown Health Center
- Shares many patients/clients with husband Dr. Chris, together caring for their physical, financial, and mental wellness.
- Has lived with Dr. Hubby in Chicago's Andersonville neighborhood for over two decades
Pilot Lee (He/She/They)
Financial Professional
Pilot attended the University of Wisconsin-Madison and earned a B.S. in Personal Finance with a focus in Financial Planning. She also won the Rosalie Amelie Amelia Morton Award for the Most Outstanding Graduate in the Consumer Science Department in 2024. They are insurance licensed in Illinois.
Fun Facts:
- Pilot is an artist in their free time and enjoys mediums such as screen printing, illustration, 3D modeling, zine making, and more.
- Pilot co-founded and co-organizes a Madison, WI-based art market aimed at uplifting queer, trans, emerging, and BIPOC artists.
- They take neon-sign making classes in their free time (using a torch to melt glass and fold neon signs).
- As a hobby, he bakes Asian-American fusion desserts. His signature dishes are Ube Coconut Macaroons & Indian Filter Coffee Caramel Creme Brulée
Phil Gaffigan (He/Him)
Phil Gaffigan offers fee-based financial advice, taking a planning-first approach to financial guidance. He believes finances are deeply personal, and there is no one-size-fits-all solution. By working closely with clients to understand their goals, priorities, and concerns, he develops comprehensive financial strategies that integrate investments, insurance, and long-term planning to help clients achieve greater confidence and peace of mind.
Having experienced firsthand the financial impact that unexpected life events can bring, Phil understands the importance of protecting what matters most. That perspective has reinforced his belief that effective financial planning goes beyond growing wealth—it also includes thoughtful protection strategies that help clients prepare for life's uncertainties.
Phil earned both his Bachelor of Science in Accountancy and Master of Accountancy from Northern Illinois University and is a Certified Public Accountant (CPA). He also holds his Series 65 and Series 63 securities licenses.
Phil is an Investment Adviser Representative of ESI Financial Advisors and is insurance licensed in Illinois. Tax advice and accounting services are offered independently of ESI Financial Advisors.
Fun Facts:
- Traveled to 25 countries and 6 of the 7 continents
- Sky dived off the coast of Dubai and landed via helicopter on a mountain top glacier in New Zealand
- Spent two years living in NYC
- Comes from a large family with four brothers (no sisters)!
Patrick Gosney (He/Him)
Client Service Associate
Patrick Gosney is Mark Joslyn's Client Service Associate, meaning he coordinates with you directly to implement the strategies Mark develops. As a graduate of DePaul University and having lived in Chicago for over ten years, Patrick is grateful to be able to support the LGBTQ+ community and its allies in preparing for the future.
Fun Facts:
- Has a tabby cat named Claritin
- Was on an episode of Chicago Fire
- Could probably beat you in a game of darts